Finance and Administrative Specialist

North Santa Barbara County, Mid Santa Barbara County, South Santa Barbara County
Santa Barbara
Full Time
Santa Barbara Foundation

SBF attracts folks who care about our mission of building empathetic, resilient communities. We live our values by building trust, embracing learning, fostering innovation, creating inclusive spaces, and treating one another and our communities with respect and care. We are a consecutive winner of PCBT’s Best Places to Work in the Central Coast.

We offer one of the most competitive benefit packages for similar and similarly sized organizations. Please check out our benefits page.

We’re seeking a Finance and Administrative Specialist to join the Finance and Admin Team. This position reports directly to our Accounting Manager and is based in Santa Barbara County.

All applicants must submit a professional resume, cover letter and completed copy of our employment application, in order to be considered.

Please review our Job Description below, before applying

Position Summary:

The Finance and Administrative Specialist supports the Finance Department with day-to-day operations and special projects as requested. This is an entry level position. Training will be provided on the job. An ideal candidate will have potential, a can-do attitude, and demonstrated success in education or past employment.

Specific Responsibilities:

  • Process cash receipts, including fund coding and batching.
  • Monitor bank accounts for activity daily and provide Donor Relations team with incoming wire specifications for gift entry.
  • Enter A/P invoices in FE NXT.
  • Prepare journal entries.
  • Update fee schedules and allocation pools related to Capital Preservation funds in FE.
  • Prepare monthly giving group reports and other fund reports ad hoc.
  • Prepare monthly budget to actual operating expense reports.
  • Reconcile Gifts/Grants between FE, RE and FC databases monthly.
  • Maintain prepaid expenses and fixed asset reconciliation schedules.
  • Serve as a backup for Staff Accountant A/P processing and grant disbursement functions.
  • Serve as backup to Donor Relations team for gift recording.
  • Assist with the preparation of quarterly fund holder statements.
  • Assist in recordkeeping and reporting for external grants.
  • Support finance and audit committee meetings by uploading documents to BoardEffect, coordinating with attendees, providing snacks and beverages, and taking minutes.
  • Keep MS Outlook calendar populated as per SBF standard.
  • Special projects and other duties as assigned.

Essential Requirements:

  • Excellent communication and organizational skills.
  • Detail oriented.
  • Ability to work cooperatively with others.
  • Working knowledge of MS Office Suite.
  • High School Diploma.

Preferred Qualifications (a plus, not required)

  • Blackbaud Raiser’s Edge (RE), Financial Edge (FE) and NPact Foundation Cloud (FC) experience is a plus.
  • Bookkeeping experience is a plus but not necessary.

Work Environment:

  • General office environment.
  • Telecommuting – must have reliable place to work at home, working and stable internet connection, modem and router.
  • Dogs on premises, see our Pet Policy for more information.
  • Significant telephone and computer work (repetitive movement – typing).
  • Frequent sitting, standing, walking, climbing stairs, bending and occasional lifting of light loads (10lbs.)
  • Potential intermittent travel via car, plane, train etc.
  • Office space in cubicle area with other office spaces.

This exempt, full-time role is compensated at $61,000 – $66,000 annually, depending on skills and work experience. 

Apply Here

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